CRM Vendor Evaluation Matrix – Use this vendor evaluation matrix to compare potential CRM solutions. For each parameter, rank vendors based on their ability to deliver on your requirements. As every company has different requirements, feel free to change the decision making criterion to suite your specific needs.

Customer Profile Template – The purpose of this tool is to assist you with the creation of standardized, high-level, Customer Profiles. Profiles are helpful for product development & positioning, sales training, market segmentation, website customization, and improving customer service.

Customer-Centricity Checklist – The purpose of this tool is to provide a checklist, tools, and best practices for improving customer-centricity in your organization.

Dashboard Readiness Assessment – Use this tool to determine how prepared your organization is for a Marketing Performance Measurement or Dashboarding initiative.

Department Budget Template - Use our Department Budget template to accurately project your costs for the next fiscal period.

Department Goals Template – The purpose of this tool is to help you document organizational goals & objectives, department goals, deliverables, timelines, and how results will be measured.

Director of Business Development Job Description - Director of Business Development is responsible for developing a channel partner ecosystem, negotiating & managing business relationships, informing product development of market needs, and identifying new opportunities for our business to capitalize on.

Director of Human Resources Job Description - Use this template to create a job description for your Director of Human Resources.

Director of Marketing Job Description – Use this template to create a job description for your Director of Marketing.

Director of Sales Support Job Description – Use this customizable job description template to help you formalize your sales support function.